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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-02-03 |
Branch Locations
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
3330 L & N Drive Ste I & E, Huntsville, AL 35802 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 02/2014 | 02/2026 |
| J.W. Cole Financial, Inc. | Tampa | FL | 02/2026 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 02/2026 | Present |
(1) Vector Wealth Strategies, LLC; DBA; 3330 L & N Drive, Ste I, Huntsville, AL 35801; Investment Related; Senior Partner; Leadership within firm, retail financial planning; Start 2/24/2014; 120 hours/month, 120 hours/month during trading. (2) Fixed Insurance Sales ; Not investment related; 3330 L & N Drive, Ste I, Huntsville, AL 35801; Agent; Servicing old accounts from Genworth and CES Insurance Agency; Start 2/3/2026; 1 hour/month, 1 hour/month during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-11-18 |
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